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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 213.43+6.2%Dec 19 9:30 AM EST

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To: Tony Viola who wrote (50813)8/12/2001 3:33:01 PM
From: Bill JacksonRead Replies (1) of 275872
 
Tony, Nontheless, in these times of hurt for Compaq, GTW and HP there are people who will gain the share they lose, not all of it will go to Dell. In addition, once Dell reaches a certain level and if AMD is down and out then Intel will start to put the boots to Dell, since Dell will then be trapped.
I am amazed that Dell has permitted itself to be victim of a single source.
It is not a good policy.

Bill
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